Mutual Fund Screener

Use the PortfoliosLab Mutual Fund Screener to filter mutual funds by category, asset class, expense ratio, trailing returns, and advanced risk metrics such as Sharpe ratio and maximum drawdown.

Compare funds side-by-side, review historical performance in one table, and add them directly to your portfolio for optimization.

No active filters, add you first filter to start

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
JOPSX	JOHCM International Opportunities Fund	Foreign Large Cap Equities	Sep 29, 2016	0.88%	4.56%	—	2.68%	57
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	Mar 26, 2003	0.01%	-3.72%	6.19%	10.25%	45
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	Mar 30, 2022	0.59%	-0.82%	—	5.21%	83
JPDVX	JPMorgan Diversified Fund	Diversified Portfolio	Sep 9, 1993	0.60%	-3.11%	7.78%	14.07%	40
JPGSX	JPMorgan U.S. GARP Equity Fund	Large Cap Growth Equities	Feb 28, 2003	0.59%	-7.29%	16.73%	7.91%	64
JPHSX	JPMorgan Floating Rate Income Fund	Bank Loan	May 31, 2011	0.75%	-0.46%	3.85%	7.04%	30
JPICX	JPMorgan California Tax Free Bond Fund	Municipal Bonds	Dec 22, 1996	0.70%	-0.29%	1.42%	3.01%	19
JPPEX	JPMorgan Mid Cap Equity Fund Class R6	Mid Cap Blend Equities	—	0.64%	1.04%	11.54%	6.38%	53
JPSRX	JPMorgan SmartRetirement Blend 2035 Fund	Target Retirement Date	Jul 1, 2012	0.29%	0.09%	9.66%	2.86%	82
JPTBX	JPMorgan SmartRetirement Blend 2055 Fund	Target Retirement Date	Jul 1, 2012	0.33%	0.03%	10.25%	2.22%	75
JPVRX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	—	0.65%	5.89%	—	2.82%	95
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	Jun 26, 2003	4.34%	-1.31%	6.18%	13.41%	22
JRBEX	JPMorgan SmartRetirement Blend 2030 Fund	Target Retirement Date	Jul 1, 2012	0.32%	0.14%	7.98%	3.05%	76
JRLLX	John Hancock Funds Multi-Index 2015 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.17%	0.91%	5.93%	3.86%	79
JRLPX	John Hancock Funds Multi-Index 2020 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.41%	1.03%	—	3.29%	80
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.01%	0.31%	10.44%	3.54%	76
JRSIX	Janus Henderson Adaptive Risk Managed U.S. Equity ...	Large Cap Blend Equities	Dec 30, 2005	0.67%	-2.70%	10.86%	10.36%	53
JRTDX	John Hancock Funds Multi-Index 2025 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.35%	0.88%	—	3.00%	77
JRTIX	John Hancock Funds Multi-Index 2030 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.31%	0.81%	—	2.57%	80
JRTMX	John Hancock Funds Multi-Index 2035 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.29%	0.68%	—	2.50%	77

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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